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ACT to EXCEL

Posted on 2011-03-09
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Last Modified: 2012-05-11
Hi,

We just purchased ACT premium.  Is there a way to export Contact, Groups Company, Notes, History, Activity, Sales to Excel?  thx
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Question by:mcrmg
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Mike Lazarus earned 250 total points
ID: 35085056
Contacts, Groups and Companies are easy enough... but Notes, Histories and Activities have fields that are usually to large for Excel.

For different options to import and export to ACT!, have a look at:
http://blog.glcomputing.com.au/2009/07/connecting-to-act-by-sage-data.html
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by:mcrmg
ID: 35085338
I saw this one also, http://www.jltechnical.com/exporter.htm,
which one is better, any ideas? thanks
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Expert Comment

by:Mike Lazarus
ID: 35085398
Six of one, half a doz of the other.... I use itExport and know it better
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Author Comment

by:mcrmg
ID: 35085567
I see, so itExport can support the latest version of ACT>?  thanks
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Expert Comment

by:Mike Lazarus
ID: 35085608
Yes. BTW: What are you trying to export to?
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Author Comment

by:mcrmg
ID: 35085619
Excel  thanks
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Expert Comment

by:Mike Lazarus
ID: 35085641
Why would you want it in Excel?

You do realise that Excel has limits in it's field size and number that ACT! doesn't? It's unlikely to fully read the Notes/History because of this
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Author Comment

by:mcrmg
ID: 35085677
with office 2007, the row should be enough for what we have.  Can itExport do Excel?  thanks
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Expert Comment

by:Mike Lazarus
ID: 35085815
It's the field size that's the big problem.

itExport saves in CSV, which can then be opened in Excel.... if the Notes/history fields aren't to large
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Author Comment

by:mcrmg
ID: 35085936
thank you
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Author Comment

by:mcrmg
ID: 35085943
by the way, where should I install itExport, local or server?  thanks
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Expert Comment

by:Mike Lazarus
ID: 35086218
Usually best to have them where the database is ... less network traffic
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Author Comment

by:mcrmg
ID: 35086224
ok. thx
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